Nearly 500 funds added ESG criteria to their prospectuses for the year.
For the most part, yes, but many fall short on some dimensions.
Record flows, strong performance, and other takeaways from the 2019 Sustainable Funds U.S. Landscape Report.
While ESG equity funds have taken big hits this month, their losses have been less severe than those of conventional peers.
Jon Hale analyzes how ESG funds are holding up.
How did we get here? Gradually, then suddenly.
Sustainability is BlackRock's new standard for investing.
This could be the leading edge of a huge wave of assets into sustainable funds.
We set some goals for individuals, defined-contribution-plan participants, advisors, asset managers, companies, and regulators.
We examine the developments and consider their implications for 2020.
Three enhancements make the rating even more useful for ESG investors.
Eighty-four percent of diversified sustainable funds receive 4 or 5 globes in the enhanced Morningstar Sustainability Rating.
The globe rating now reflects company ESG risks both within and across industry groups.
We've seen record ESG fund flows so far in 2019.
Industry would be wise to adopt sustainable practices from the beginning.
Michael Frerichs, Illinois State Treasurer, shares information about Raising the Bar, the department's responsible investing platform.
Boston Trust Walden had been focused on this area for over 40 years.
With more than a dozen open-end and exchange-traded offerings launched this year, we examine the ones to consider.
Sustainable funds perform on par with traditional funds, cost about the same, and offer plenty of choice.
The number of resolutions and the increasing levels of support reflect shareholders' growing concerns about the climate-resilience of their portfolios.
Investors voted on 177 shareholder resolutions addressing sustainability issues.
Here are some steps you can take to analyze your exposure to gun manufacturers.
Strong flows, good performance, more funds considering ESG and some intriguing new entrants.
With more funds establishing track records, more passive options, and big players getting into the field, the trend seems likely to continue.
Director of sustainable investing Jon Hale suggests several tactics for getting your arms around the issue.
It's possible, but you'll have to pick funds with short track records.
Wouldn't those shares be owned by a different investor?
It's about more than just investor demand.
The fund looks promising, but there's no reason to rush to invest during the subscription period.
The estimated $4.1 billion inflow was easily the best quarter yet for U.S. sustainable funds.
Two recent studies show that U.S. interest in sustainable investing is widespread.
Lower your fossil fuel exposure, invest in the green economy, and urge all companies you own to be more sustainable.
Jon Hale recaps the first quarter for U.S. ESG funds, which continue to build on their record inflows from the previous year.
Seventy-three funds added ESG criteria to their prospectuses in the first quarter of 2019.
The new offering, which launches later this year, has a well-conceived approach, a quality subadvisor, and, of course, low fees.
Funds in the ESG integration and impact groups have the most comprehensive take on sustainable investing.
Jon Hale reviews the biggest takeaways from his Sustainable Fund Landscape Report.
More funds, greater flows, and strong relative performance in 2018.
Passive funds took eight of the 10 largest fund flows.
Sustainable investing continues to grow in importance.
A biennial report says that sustainable investments now account for $12 trillion in the United States.
The arrest of Nissan chairman Carlos Ghosn was a shock, but a poor history of corporate governance kept most ESG-focused funds away.
The Morningstar Sustainability Rating now takes into account portfolios over the previous 12 months.
Jon Hale explains what's changing and how to use our measure of a portfolio's environmental, social, and governance risks and opportunities.
Funds’ reliance on exclusions is a throwback.
Investors can find plenty of low-carbon options among our medalists.
Many more strategies have become informed by sustainability analysis, with four broad approaches.
Sustainable investing can have an impact on corporate behavior and make you a better investor.
Many investors are doing sustainable investing, and many more want to start.
Our new Carbon Risk Score, with the Sustainability Rating, can guide investors looking to reduce their climate change exposure.